Renato Gutierrez Isaac

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 01/2023
  J.P. Morgan Securities Llc
  New York, NY
• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2012-10-01 → 2023-01-19
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
• 2010-08-19 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2008-05-13 → 2010-07-30
  U.S. Bancorp Investments, Inc.
  Cudahy, CA
  Downey, CA
  Bellflower, CA
  Lynwood, CA
  Paramount, CA
  Santa Fe Springs, CA
  Maywood, CA
• 2008-01-11 → 2008-07-14
  Investment Advisors International, Inc.
  Pomona, CA
• 2006-04-26 → 2007-09-17
  Banc Of America Investment Services, Inc.
  New York, NY
  Newport Beach, CA
  Costa Mesa, CA
  Huntington Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-04-25
• S63 Uniform Securities Agent State Law Examination
  2006-01-24

Other Names

• Renato Isaac
• Rj Isaac
• Renato Gutierrez Isaac
• Renato G. Isaac